Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.08%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$259B
AUM Growth
+$31.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,414
New
Increased
Reduced
Closed

Top Buys

1 +$1.96B
2 +$627M
3 +$411M
4
MMM icon
3M
MMM
+$402M
5
RTX icon
RTX Corp
RTX
+$370M

Top Sells

1 +$248M
2 +$242M
3 +$233M
4
BMY icon
Bristol-Myers Squibb
BMY
+$159M
5
BEAM
BEAM INC COM STK (DE)
BEAM
+$158M

Sector Composition

1 Industrials 9.26%
2 Energy 8.1%
3 Healthcare 8.07%
4 Technology 8.03%
5 Financials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3751
$337K ﹤0.01%
21,349
-22,495
3752
$336K ﹤0.01%
16,501
+347
3753
$335K ﹤0.01%
89,034
3754
$335K ﹤0.01%
71,552
-36,522
3755
$335K ﹤0.01%
21,771
+2,450
3756
$334K ﹤0.01%
9,692
-18,337
3757
$334K ﹤0.01%
+11,575
3758
$334K ﹤0.01%
6,778
-10,700
3759
$333K ﹤0.01%
99,484
+97,412
3760
$332K ﹤0.01%
25,802
-24,014
3761
$332K ﹤0.01%
23,596
-361
3762
$332K ﹤0.01%
14,814
-13,305
3763
$332K ﹤0.01%
17,936
-11,517
3764
$331K ﹤0.01%
25,810
-70,566
3765
$331K ﹤0.01%
466
-1,194
3766
$331K ﹤0.01%
60,130
-160,810
3767
$331K ﹤0.01%
42,404
-311,217
3768
$331K ﹤0.01%
4,844
+275
3769
$330K ﹤0.01%
16,732
-12,232
3770
$330K ﹤0.01%
72
-35
3771
$329K ﹤0.01%
18,588
-278
3772
$328K ﹤0.01%
59,618
+8,331
3773
$326K ﹤0.01%
39,294
3774
$325K ﹤0.01%
36,435
-15,388
3775
$325K ﹤0.01%
3,531
-249